I disagree with IDC’s view of the world in a couple of ways:
- They seem to like linear growth, which works for rates of production, but ignores consumer demand feeding fires… The growth of tablet shipments has been 100%+ for two years now. It will not slow down. People really do like small cheap computers, IDC, and they can afford more of them, a lot more.
- They assume the world owes Wintel a living and will continue to run on the treadmill forever. A keyboard added to some small cheap computer will do a lot of what people need doing, IDC.
So, take the following chart with a grain of salt and expect a revised version next year. Africa and China are skipping the Age of Wired and going straight to wireless with small cheap computers. They won’t wait for linear growth of production. Someone will meet that demand for the next few billion users. I expect little or no growth of the Wintel market for years to come. 😉
For a second opinion, check out DisplaySearch.